Minimum 2 years' financial industry experience
Minimum +3 years' project management experience
Minimum +3 years' customer care experience
Additional Skills/Knowledge:
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Strong English-speaking skills and client facing interaction
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Ability to make decisions based on precedent and solve arising problems using sound judgment and experience.
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Demonstrated project leadership skills.
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Ability to work independently and assist other associates to drive quality and staff development
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Proficiency in Microsoft Office (i.e. Outlook, Excel and Word).
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Strong presentation, client management, organizational, verbal and written communication skills are required.
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Ability to work in a high-pressure environment and transition efficiently from project to project and multi-task effectively.
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Ability to effectively and clearly communicate and interact with client staff and management.
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Proven skills in organizing and managing tasks and projects.
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Exhibits leadership skills and a professional appearance and demeanor that generates confidence in customers.
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Maintains calm and communication clarity under stress and while executing simultaneous, unrelated activities.
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Ability to stay current on Company products, policies, procedures, and system enhancements.
Preferred Skills, Experience, and Education:
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Project Management Capabilities
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Experience in Client Care
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Financial industry experience
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Implementing or supporting Software as A Service